Keenan Mann
Keenan Mann is a registered investment advisor at Mann Advisory Services, LLC, based in Evans, GA, with 9 years of industry experience. Keenan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable and may be lower than the standard schedule.
Fee Estimator
Location
306 Scarlett Ct, Evans, GA, 30809
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keenan works as an independent insurance agent, spending about half his time selling insurance products. He also independently prepares tax returns, dedicating about half his time to this during tax season.
Employment History
Current Registrations
Mann Advisory Services, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.